We are live on ! Find out more
IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF

335 hedge funds and large institutions have $2.33B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 213 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 45

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$213M)

7% more funds holding

Funds holding: 314335 (+21)

1.18% less ownership

Funds ownership: 78.85%77.67% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
335
Holders Change
+21
Holders Change %
+6.69%
% of All Funds
4.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.15%
New
41
Increased
213
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
51
Benjamin Edwards Inc
Missouri
$10.1M +$141K +6,412 +1%
MWM
52
MinichMacGregor Wealth Management
New York
$9.98M +$642K +29,118 +7%
SCA
53
Snowden Capital Advisors
New York
$9.63M +$40.2K +1,825 +0.4%
RWP
54
RWA Wealth Partners
Massachusetts
$9.49M +$8.64K +392 +0.1%
CP
55
Cornerstone Planning
North Carolina
$9.43M +$2.24M +101,738 +31%
CWM
56
Centric Wealth Management
Illinois
$9.12M +$542K +24,561 +6%
GPA
57
Guidance Point Advisors
Massachusetts
$9.04M +$342K +15,503 +4%
AUB
58
Atlantic Union Bankshares
Virginia
$8.76M +$827K +37,500 +10%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$8.62M +$287K +12,998 +3%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$8.47M +$4.01M +181,930 +89%
SA
61
Sanctuary Advisors
Indiana
$8.24M +$709K +32,174 +9%
PWS
62
Peloton Wealth Strategists
Indiana
$8.2M +$326K +14,800 +4%
PA
63
Parallel Advisors
California
$8.18M +$454K +20,590 +6%
E3F
64
Eight 31 Financial
Texas
$7.91M -$188K -8,517 -2%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$7.75M +$539K +24,463 +7%
AIA
66
Arcadia Investment Advisors
Idaho
$6.95M +$528K +23,956 +8%
PWM
67
Praetorian Wealth Management
California
$6.51M +$453K +20,530 +7%
AF
68
Allworth Financial
California
$6.29M +$391K +17,735 +7%
LIA
69
LBMC Investment Advisors
Tennessee
$6.17M +$935K +42,413 +18%
WMWM
70
Wilkins Miller Wealth Management
Alabama
$5.62M +$90K +4,080 +2%
DSA
71
Droms Strauss Advisors
Missouri
$5.59M +$8.91K +404 +0.2%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$5.47M +$960K +43,541 +21%
AI
73
Atria Investments
North Carolina
$5.47M +$357K +16,168 +7%
OIA
74
OneDigital Investment Advisors
Kansas
$5.46M +$21.3K +964 +0.4%
KF
75
Krilogy Financial
Missouri
$5.44M +$71.2K +3,228 +1%